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McDonald's
MCD

Overview Fund Activity

3,351 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,284 increasing their positions, 1,246 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+210
Holders Change %
+6.69%
% of All Funds
44.6%
Holding in Top 10
46
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-16.36%
% of All Funds
0.61%
New
398
Increased
1,284
Reduced
1,246
Closed
128
Calls
$3.22B
Puts
$3.4B
Net Calls
-$175M
Net Calls Change
-$483M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.85B
2
BlackRock
BlackRock
New York
+$621M
3
State Street
State Street
Massachusetts
+$266M
4
Northern Trust
Northern Trust
Illinois
+$260M
5
Franklin Resources
Franklin Resources
California
+$230M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$676M
2
Capital World Investors
Capital World Investors
California
-$639M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$341M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
2951
Hirtle Callaghan & Co
Pennsylvania
$248K +$248K +855 New
CPA
2952
Capital Performance Advisors
California
$248K +$20.6K +71 +9%
ACM
2953
Aurdan Capital Management
Pennsylvania
$248K +$248K +854 New
RPCA
2954
Running Point Capital Advisors
California
$247K +$44.9K +155 +22%
JF
2955
Joule Financial
Kentucky
$247K +$580 +2 +0.2%
NC
2956
Napatree Capital
Rhode Island
$246K +$54.2K +187 +28%
OAM
2957
Oberweis Asset Management
Illinois
$246K +$290 +1 +0.1%
GIM
2958
Gold Investment Management
Alberta, Canada
$246K -$3.77K -13 -2%
JSA
2959
Jacobson & Schmitt Advisors
Wisconsin
$244K +$11.6K +40 +5%
NF
2960
NavPoint Financial
Minnesota
$243K – – –
SIM
2961
Studio Investment Management
Illinois
$242K – – –
SC
2962
Solstein Capital
California
$242K – – –
PCA
2963
Private Capital Advisors
Connecticut
$242K +$242K +834 New
IWP
2964
Innova Wealth Partners
Pennsylvania
$242K +$242K +834 New
VI
2965
VanderPol Investments
Michigan
$241K +$18K +62 +8%
FPTW
2966
Franklin, Parlapiano, Turner & Welch
Texas
$241K – – –
NFG
2967
Northeast Financial Group
Pennsylvania
$241K +$4.93K +17 +2%
DRP
2968
Decker Retirement Planning
Utah
$241K +$241K +831 New
PI
2969
Pachira Investments
California
$240K +$22.6K +78 +10%
RWM
2970
Revisor Wealth Management
Ohio
$240K -$146K -502 -38%
LGA
2971
Lebenthal Global Advisors
New York
$240K +$46.1K +159 +24%
DC
2972
Dahring Cusmano
Michigan
$240K +$240K +827 New
BMM
2973
Buffington Mohr McNeal
Idaho
$240K +$4.64K +16 +2%
SA
2974
Stewardship Advisors
Pennsylvania
$239K +$11.6K +40 +5%
T
2975
Transce3nd
Texas
$239K +$239K +826 New
117 118
119
120 121